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Informal Learning Basics
Saul Carliner, PhD, CTDP
Professor
Graduate Programs in Educational Technology
Concordia University
Montreal, Quebec
saulcarliner@hotmail.com
www.saulcarliner.com
© Copyright. Saul Carliner, 2010-2017. All rights reserved.
Activity
1. One at a time, I will present several
statements to you.
2. As you read each statement, indicate
whether you agree or disagree with it.
3. Then, we’ll discuss your responses.
4. I’ll close each discussion by presenting
relevant research and its implications.
But First…
What do you hope to learn from this
presentation?
Question 1
Formal learning refers to classroom
learning.
☐ Agree
☐ Disagree
If you dis-agreed with the
statement—and feel
comfortable doing so—please
explain why you feel that way.
If you agreed with the statement
—and feel comfortable doing so
—please explain why you feel
that way.
?
Question 2
Informal learning refers to the courses
offered by art museums and similar cultural
institutions.
☐ Agree
☐ Disagree
Terminology Easily Confuses
Common Terms What They Referto
Formal learning Classroom instruction
Diploma- and degree programs
Certification programs
Certificate programs
Informal learning Self-study programs with or without a stated goal
Programs offered by arts organizations
Formally structured programs, but outside of a school structure and with no
formal recognition at the end
Nonformal learning Programs offered by arts organizations
Formally structured programs, but outside of a school structure and with no
formal recognition at the end
Accidental learning in non-learning contexts
Incidental learning Accidental learning in non-learning contexts
Self-directed
learning
Self-study programs aiming towards a goal (usually overseen by a tutor and
formalized with a co ntract)
Ubiquitous learning Always available learning, especially through social media and mobile devices
(If you observe duplication, it’s not an accident.)
Informal learning involves
learner control over aspects of:
Process (who
controls and
assesses the
learning
process)
Location
(intended for
learning)
Purpose (is
learning is a
primary or
secondary
goal)
Content
(abstract or
technical, or
related to a
practical,
everyday skill)
Consciousnes
s (awareness
that learning
occurred)
Colley, H., Hodkinson, P., & Malcolm, J. (2003). Wihak (2009)
For Our Discussion
Term Use
Formal learning Instruction in which the instructor or some similar “expert” sets the
objectives and determine the requirements for successful completion
Informal learning Instruction in which some combination of process, purpose, location,
content, and consciousness are determined by learners.
Nonformal
learning
Learning that happens incidentally, accidental learning in non-
learning contexts
Incidental
learning
Same as nonformal learning
Self-directed
learning
Self-study programs aiming towards a goal (usually overseen by a
tutor and formalized with a co ntract)
Question 3
Informal learning really took hold as part of
Web 2.0.
☐ Agree
☐ Disagree
Informal learning dates to the first
humans.
Before
formal
schooling
1960s and
1970s
1970s and
1980s
Early 1990s Late 1990s Late
2000s
De-facto
and formal
apprentice-
ships
“School of
life”
Self-
directed
learning
Informal
(then free-
choice)
learning
Adult
learning
theory
Performance
support
Knowledge
management
Informal
learning
A combination of factors have
revived interest in informal learning.
Changes in
business
competition
and
employment
practices
Technology
Evidence of
how people
learn their
jobs
Question 4
Because it involves learning the proper
ways of performing work, new employee
orientation is not a good candidate for
informal learning.
☐ Agree
☐ Disagree
If you dis-agreed with the
statement—and feel
comfortable doing so—please
explain why you feel that way.
If you agreed with the statement
—and feel comfortable doing so
—please explain why you feel
that way.
Phases in the Life Cycle of a Job
(Carliner, 2012)
Orient
workers to
the
technical
aspects of
a job
Orient
workers to
the values
and
culture of
the group
Expand
the scope
of
assignme
nts a
worker
can
handle
Build
workers’
proficienc
y
Help
workers
deal with
undocu-
mented
problems
Update
workers’
skills
Help
workers
choose
career
goals
Prepare
workers
for the
next job
Informal learning supports the
development of workers throughout
their tenures in jobs.
The extent of informal learning at a
phase varies by the ease with which
the material can be explicitly taught.
1 4 3 3 5 2 4 3
Orient
workers to
the
technical
aspects of
a job
Orient
workers to
the values
and culture
of the group
Expand the
scope of
assignment
s a worker
can handle
Build
workers’
proficiency
Help
workers
deal with
undocu-
mented
problems
Update
workers’
skills
Help
workers
choose
career
goals
Prepare
workers for
the next job
(1—extremely easily, 5—extremely difficult)
A variety of interventions support
development support informal
learning at each phase.
Technical
training
OJT
Observation
and feedback
on the job
Onboarding
Social
activities
Stories and
Experiences
Gaming-
simulations
Performance
support
Performance
support
Tips and
tricks
Seminars
Forums to
ask questions
Coaching
Lunch and
learns
Case studies
“Communities
”
Peer learning
Seminars
Independent
research and
study
Trial and error
Documentatio
n
Update
classes
Conferences
Seminars
News
Observation
and
Feedback
Coaching
Lunch and
learn
Mentoring
Coaching
Internships
Informational
interviews
Job
shadowing
Internships
Education
Development
al
assignments
Credentialing
Job
shadowing
Internships
Orient
workers to the
technical
aspects of a
job
Orient
workers to the
values and
culture of the
group
Expand the
scope of
assignments
a worker can
handle
Build workers’
proficiency
Help workers
deal with
undocumente
d problems
Update
workers’ skills
Help workers
choose
career goals
Prepare
workers for
the next job
Question 5
Because learners are motivated, they tend
to learn more with informal learning.
☐ Agree
☐ Disagree
If you dis-agreed with the
statement—and feel
comfortable doing so—please
explain why you feel that way.
If you agreed with the statement
—and feel comfortable doing so
—please explain why you feel
that way.
Workers tend to learn on their own
schedule (which may differ from
yours).Time
to
perfor-
mance
None Extensive
Extent of intervention
Lacking context, informal learners
might reach incomplete or incorrect
conclusions that need “unlearning.”
The McDonald’s Hamburger Makers
Lacking context, informal learners
might reach incomplete or incorrect
conclusions that need “unlearning.”
The McDonald’s Hamburger Makers
Called m inim ally g uide d instructio n
Workers—rather than employers—
drive informal learning.
Research suggests that:
Informal learners often focus on topics of
interest to them—and avoid ones with little or
no interest.
Without external incentives, many learners:
– Start self-study programs without finishing them
– Fail to identify the take-away messages of a
learning program
Like all forms of learning, informal
learning has its strengths and
drawbacks.
Question 6
Because so much information is available
on the net, traditional schools, books, and
periodicals are going to go the way of the
dinosaur.
☐ Agree
☐ Disagree
Quantity of information on the Web
does not mean quality information.
Limits on:
Information quality Search skills
Question 7
Social media are the best way to learn
informally.
☐ Agree
☐ Disagree
If you dis-agreed with the
statement—and feel
comfortable doing so—please
explain why you feel that way.
If you agreed with the statement
—and feel comfortable doing so
—please explain why you feel
that way.
Informal learning takes many forms.
Work processes with learning as a by-product
Work assignments and projects
Developmental assignments
Independent research and study
Trial and error
Meetings
Documentation
Knowledge bases
Advertising and similar brief messages
Learning activities or processes embedded in work activities
On-the-job training (OJT)
Giving and receiving feedback
Performance support
Coaching
Mentoring
Communities of practice
Networks
Gaming-simulations
Case studies
Learning processes at or near workplace processes
Formal courses
Tutorials and guided tours
Lunch and learns
Seminars, symposia, conferences, and
webinars
Question 8
We can significantly reduce our training
budget by emphasizing informal learning.
☐ Agree
☐ Disagree
One of the many great
misconceptions about 70:20:10.
One of the many great
misconceptions about 70:20:10.
BTW: Mo st re se arche rs stro ng ly sug g e st
cautio n abo ut acce pting this fram e wo rk; it is
no t validate d by re se arch de spite claim s to
the co ntrary. (De Bruyke re & Kirschne r,
20 1 5. )
Consider these two facts.
Consider these two facts.
Most of the research on the
extent of informal learning
suggests that people engage
in 250 to 800 hours of it per
year.
If employers were to limit
hours to 10% of that, they
would be investing in 25 to 80
hours per year, which is at or
above most employers’
training targets per year.
Most organizations have
no idea what informal
learning occurs in their
organization; they
therefore could not have a
sense of its cost.
Consider these costs of informal
learning.
 Work time to study
 Formal instruction in informal
study skills
 Coaching by managers and others
 Subscriptions to knowledge bases
 External incentives and
recognition
 Setting expectations, especially
with mentoring, informational
interviews, and internships
 Suggestions for learning
Ano the r co st: Supporting
facilitators of informal learning
Who? Managers,
senior staff, and
mentors
Why? They serve
as the front-line of
informal learning.
What?
Provide rubrics for
observations
Train facilitators to
provide useful
advice
Train mentors for
their roles
Although your organization might
realize a paper savings, you might
not realize actual savings.
Instead, you might realize just-in-
time benefits of training that’s better
tailored to needs and interests.
Question 9
The Kirkpatrick model with its 4 levels—(1)
satisfaction, (2) learning, (3) transfer, and
(4) impact—is incompatible with informal
learning.
☐ Agree
☐ Disagree
Each level assumes a characteristic
that informal learning lacks.
Level Characteristic It Lacks
1 (Satisfaction) Well-defined event; could be
a meeting or chance
encounter
2 (Learning) Objectives
Appropriateness of
assessments
3 (Behavior or transfer) Awareness on the part of
learners—and others—that
learning occurred Objectives
4 (Impact) Business objectives
So use a different framework to
evaluation learning.
Individual Learning Learning Across Groups of
Workers
Identifying what workers
learned
Determining the extent of
use of resources for informal
learning
Identifying how workers
learned it
Assessing satisfaction with
individual resources
Recognizing acquired
competencies
Identifying the impact of
individual resources
Question 10
My company does not have an informal
learning program. Therefore, we really
aren't doing much around informal learning.
☐ Agree
☐ Disagree
99.99% likelihood that informal
learning occurs now—but you only
have limited awareness of it.
By building awareness of existing
efforts, you can support and extend
them, and increase their
effectiveness and impact.
Take-Aways
What is the most important thing you learned
in this presentation?
What one question remains?
Learn more about informal learning.

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Informal Learning: The Basics

  • 1. Informal Learning Basics Saul Carliner, PhD, CTDP Professor Graduate Programs in Educational Technology Concordia University Montreal, Quebec saulcarliner@hotmail.com www.saulcarliner.com © Copyright. Saul Carliner, 2010-2017. All rights reserved.
  • 2. Activity 1. One at a time, I will present several statements to you. 2. As you read each statement, indicate whether you agree or disagree with it. 3. Then, we’ll discuss your responses. 4. I’ll close each discussion by presenting relevant research and its implications.
  • 3. But First… What do you hope to learn from this presentation?
  • 4. Question 1 Formal learning refers to classroom learning. ☐ Agree ☐ Disagree
  • 5. If you dis-agreed with the statement—and feel comfortable doing so—please explain why you feel that way.
  • 6. If you agreed with the statement —and feel comfortable doing so —please explain why you feel that way.
  • 7. ?
  • 8. Question 2 Informal learning refers to the courses offered by art museums and similar cultural institutions. ☐ Agree ☐ Disagree
  • 9. Terminology Easily Confuses Common Terms What They Referto Formal learning Classroom instruction Diploma- and degree programs Certification programs Certificate programs Informal learning Self-study programs with or without a stated goal Programs offered by arts organizations Formally structured programs, but outside of a school structure and with no formal recognition at the end Nonformal learning Programs offered by arts organizations Formally structured programs, but outside of a school structure and with no formal recognition at the end Accidental learning in non-learning contexts Incidental learning Accidental learning in non-learning contexts Self-directed learning Self-study programs aiming towards a goal (usually overseen by a tutor and formalized with a co ntract) Ubiquitous learning Always available learning, especially through social media and mobile devices (If you observe duplication, it’s not an accident.)
  • 10. Informal learning involves learner control over aspects of: Process (who controls and assesses the learning process) Location (intended for learning) Purpose (is learning is a primary or secondary goal) Content (abstract or technical, or related to a practical, everyday skill) Consciousnes s (awareness that learning occurred) Colley, H., Hodkinson, P., & Malcolm, J. (2003). Wihak (2009)
  • 11. For Our Discussion Term Use Formal learning Instruction in which the instructor or some similar “expert” sets the objectives and determine the requirements for successful completion Informal learning Instruction in which some combination of process, purpose, location, content, and consciousness are determined by learners. Nonformal learning Learning that happens incidentally, accidental learning in non- learning contexts Incidental learning Same as nonformal learning Self-directed learning Self-study programs aiming towards a goal (usually overseen by a tutor and formalized with a co ntract)
  • 12. Question 3 Informal learning really took hold as part of Web 2.0. ☐ Agree ☐ Disagree
  • 13. Informal learning dates to the first humans. Before formal schooling 1960s and 1970s 1970s and 1980s Early 1990s Late 1990s Late 2000s De-facto and formal apprentice- ships “School of life” Self- directed learning Informal (then free- choice) learning Adult learning theory Performance support Knowledge management Informal learning
  • 14. A combination of factors have revived interest in informal learning. Changes in business competition and employment practices Technology Evidence of how people learn their jobs
  • 15. Question 4 Because it involves learning the proper ways of performing work, new employee orientation is not a good candidate for informal learning. ☐ Agree ☐ Disagree
  • 16. If you dis-agreed with the statement—and feel comfortable doing so—please explain why you feel that way.
  • 17. If you agreed with the statement —and feel comfortable doing so —please explain why you feel that way.
  • 18. Phases in the Life Cycle of a Job (Carliner, 2012) Orient workers to the technical aspects of a job Orient workers to the values and culture of the group Expand the scope of assignme nts a worker can handle Build workers’ proficienc y Help workers deal with undocu- mented problems Update workers’ skills Help workers choose career goals Prepare workers for the next job Informal learning supports the development of workers throughout their tenures in jobs.
  • 19. The extent of informal learning at a phase varies by the ease with which the material can be explicitly taught. 1 4 3 3 5 2 4 3 Orient workers to the technical aspects of a job Orient workers to the values and culture of the group Expand the scope of assignment s a worker can handle Build workers’ proficiency Help workers deal with undocu- mented problems Update workers’ skills Help workers choose career goals Prepare workers for the next job (1—extremely easily, 5—extremely difficult)
  • 20. A variety of interventions support development support informal learning at each phase. Technical training OJT Observation and feedback on the job Onboarding Social activities Stories and Experiences Gaming- simulations Performance support Performance support Tips and tricks Seminars Forums to ask questions Coaching Lunch and learns Case studies “Communities ” Peer learning Seminars Independent research and study Trial and error Documentatio n Update classes Conferences Seminars News Observation and Feedback Coaching Lunch and learn Mentoring Coaching Internships Informational interviews Job shadowing Internships Education Development al assignments Credentialing Job shadowing Internships Orient workers to the technical aspects of a job Orient workers to the values and culture of the group Expand the scope of assignments a worker can handle Build workers’ proficiency Help workers deal with undocumente d problems Update workers’ skills Help workers choose career goals Prepare workers for the next job
  • 21. Question 5 Because learners are motivated, they tend to learn more with informal learning. ☐ Agree ☐ Disagree
  • 22. If you dis-agreed with the statement—and feel comfortable doing so—please explain why you feel that way.
  • 23. If you agreed with the statement —and feel comfortable doing so —please explain why you feel that way.
  • 24. Workers tend to learn on their own schedule (which may differ from yours).Time to perfor- mance None Extensive Extent of intervention
  • 25. Lacking context, informal learners might reach incomplete or incorrect conclusions that need “unlearning.” The McDonald’s Hamburger Makers
  • 26. Lacking context, informal learners might reach incomplete or incorrect conclusions that need “unlearning.” The McDonald’s Hamburger Makers Called m inim ally g uide d instructio n
  • 27. Workers—rather than employers— drive informal learning. Research suggests that: Informal learners often focus on topics of interest to them—and avoid ones with little or no interest. Without external incentives, many learners: – Start self-study programs without finishing them – Fail to identify the take-away messages of a learning program
  • 28. Like all forms of learning, informal learning has its strengths and drawbacks.
  • 29. Question 6 Because so much information is available on the net, traditional schools, books, and periodicals are going to go the way of the dinosaur. ☐ Agree ☐ Disagree
  • 30. Quantity of information on the Web does not mean quality information. Limits on: Information quality Search skills
  • 31. Question 7 Social media are the best way to learn informally. ☐ Agree ☐ Disagree
  • 32. If you dis-agreed with the statement—and feel comfortable doing so—please explain why you feel that way.
  • 33. If you agreed with the statement —and feel comfortable doing so —please explain why you feel that way.
  • 34. Informal learning takes many forms. Work processes with learning as a by-product Work assignments and projects Developmental assignments Independent research and study Trial and error Meetings Documentation Knowledge bases Advertising and similar brief messages Learning activities or processes embedded in work activities On-the-job training (OJT) Giving and receiving feedback Performance support Coaching Mentoring Communities of practice Networks Gaming-simulations Case studies Learning processes at or near workplace processes Formal courses Tutorials and guided tours Lunch and learns Seminars, symposia, conferences, and webinars
  • 35. Question 8 We can significantly reduce our training budget by emphasizing informal learning. ☐ Agree ☐ Disagree
  • 36. One of the many great misconceptions about 70:20:10.
  • 37. One of the many great misconceptions about 70:20:10. BTW: Mo st re se arche rs stro ng ly sug g e st cautio n abo ut acce pting this fram e wo rk; it is no t validate d by re se arch de spite claim s to the co ntrary. (De Bruyke re & Kirschne r, 20 1 5. )
  • 39. Consider these two facts. Most of the research on the extent of informal learning suggests that people engage in 250 to 800 hours of it per year. If employers were to limit hours to 10% of that, they would be investing in 25 to 80 hours per year, which is at or above most employers’ training targets per year. Most organizations have no idea what informal learning occurs in their organization; they therefore could not have a sense of its cost.
  • 40. Consider these costs of informal learning.  Work time to study  Formal instruction in informal study skills  Coaching by managers and others  Subscriptions to knowledge bases  External incentives and recognition  Setting expectations, especially with mentoring, informational interviews, and internships  Suggestions for learning
  • 41. Ano the r co st: Supporting facilitators of informal learning Who? Managers, senior staff, and mentors Why? They serve as the front-line of informal learning. What? Provide rubrics for observations Train facilitators to provide useful advice Train mentors for their roles
  • 42. Although your organization might realize a paper savings, you might not realize actual savings.
  • 43. Instead, you might realize just-in- time benefits of training that’s better tailored to needs and interests.
  • 44. Question 9 The Kirkpatrick model with its 4 levels—(1) satisfaction, (2) learning, (3) transfer, and (4) impact—is incompatible with informal learning. ☐ Agree ☐ Disagree
  • 45. Each level assumes a characteristic that informal learning lacks. Level Characteristic It Lacks 1 (Satisfaction) Well-defined event; could be a meeting or chance encounter 2 (Learning) Objectives Appropriateness of assessments 3 (Behavior or transfer) Awareness on the part of learners—and others—that learning occurred Objectives 4 (Impact) Business objectives
  • 46. So use a different framework to evaluation learning. Individual Learning Learning Across Groups of Workers Identifying what workers learned Determining the extent of use of resources for informal learning Identifying how workers learned it Assessing satisfaction with individual resources Recognizing acquired competencies Identifying the impact of individual resources
  • 47. Question 10 My company does not have an informal learning program. Therefore, we really aren't doing much around informal learning. ☐ Agree ☐ Disagree
  • 48. 99.99% likelihood that informal learning occurs now—but you only have limited awareness of it.
  • 49. By building awareness of existing efforts, you can support and extend them, and increase their effectiveness and impact.
  • 50. Take-Aways What is the most important thing you learned in this presentation? What one question remains?
  • 51. Learn more about informal learning.